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Sep 30, 2022

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Creating and editing note templates

How to create a note template?


There are two ways to create a note template:


  • From the Note Templates page — click the + button in the page header, enter a Title (required), and click Save. An empty template is created and opened.
    • From an existing note — open the note's actions menu () and click Create note template. A template is created from the note's content. See the Creating and editing notes section for details.

      The note template detail page


      The note template detail page is where you edit a template. The title at the top is editable in place — click it to rename the template. The main area is the same rich-text editor used for notes, and content changes are saved automatically. A side panel gives access to the template's tags and general information. The header holds a menu button () with the template's actions.



      How to use a note template?


      A note template can be used in two ways:


      • Create a note from the template — open the template's actions menu () and click Create note from template. The note creation dialog opens with the template pre-selected, so the new note starts with the template's content. You can also pick a template directly in the note creation dialog.
        • Insert the template into an existing note — from the note editor, insert the template's content at a chosen position. See Note content for details.

          How to print a note template?


          To print a note template, open its actions menu () and click Print. This is useful to produce a PDF copy of the template's content.


          How to delete a note template?


          To delete a note template, open its actions menu () and click Delete note template, then confirm. The delete action is also available from the per-row menu on the Note Templates page. After deletion you are returned to the Note Templates page.


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